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NorthRock Partners’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

NorthRock Partners’s Portfolio FNDE Stock Details FNDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,448
Closed -$247K – 699
2026
Q1 		$247K Buy
+6,448
New +$249K ﹤0.01% 578
2025
Q2 		– Sell
-3,383
Closed -$104K – 762
2025
Q1 		$104K Buy
3,383
+241
+8% +$7.28K ﹤0.01% 625
2024
Q4 		$91.3K Buy
3,142
+93
+3% +$2.9K ﹤0.01% 624
2024
Q3 		$98.4K Hold
3,049
– – ﹤0.01% 653
2024
Q2 		$90.9K Buy
3,049
+2,964
+3,487% +$86.1K ﹤0.01% 625
2024
Q1 		$2.36K Hold
85
– – ﹤0.01% 787
2023
Q4 		$2.31K Buy
+85
New +$2.23K ﹤0.01% 727

Other funds holding FNDE

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $458M AUM 17.27% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

NorthRock Partners's FNDE Position: Q2 2026 in Review

NorthRock Partners sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q2 2026, closing a stake of 6,448 shares — an estimated $247K sold.

NorthRock Partners first reported a position in FNDE in Q4 2023 and held it in 7 quarters. The position peaked at $247K in Q1 2026. 400 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

  • NorthRock Partners reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q2 2026 after selling out during the quarter.
  • NorthRock Partners sold 6,448 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $247K.
  • NorthRock Partners first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2023 and held it in 7 quarters.
  • NorthRock Partners's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $247K in Q1 2026.
  • 400 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.